Netflix Q2 earnings: password-crackdown subscriber bump, revenue miss and ARPU decline

July 20, 2023

Netflix announced its Q2 2023 earnings results yesterday: Netflix instituted its password-sharing crackdown in the US and other markets in late May, which I cover in Netflix’s password-sharing crackdown calculus. The effects of this policy change seem evident in the net subscriber additions metric. But while Netflix beat analyst expectations on net subscriber additions, the […]

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